SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$20.5K
2
+$17.4K
3
+$16.1K
4
HST icon
Host Hotels & Resorts
HST
+$15.1K
5
PBI icon
Pitney Bowes
PBI
+$12K

Top Sells

1
+$59.1M
2
+$20.6M
3
+$15.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.1M

Sector Composition

1 Utilities 0.69%
2 Technology 0.68%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$39 ﹤0.01%
+9
477
$38 ﹤0.01%
+14
478
$38 ﹤0.01%
+5
479
$37 ﹤0.01%
+4
480
$35 ﹤0.01%
+2
481
$35 ﹤0.01%
+8
482
$35 ﹤0.01%
+5
483
$34 ﹤0.01%
+8
484
$33 ﹤0.01%
+7
485
$31 ﹤0.01%
+9
486
$31 ﹤0.01%
+5
487
$31 ﹤0.01%
+8
488
$30 ﹤0.01%
+3
489
$30 ﹤0.01%
+3
490
$29 ﹤0.01%
+4
491
$29 ﹤0.01%
+7
492
$29 ﹤0.01%
+2
493
$27 ﹤0.01%
+7
494
$26 ﹤0.01%
+38
495
$26 ﹤0.01%
+20
496
$23 ﹤0.01%
+5
497
$20 ﹤0.01%
+117
498
$19 ﹤0.01%
+2
499
$15 ﹤0.01%
+12
500
$15 ﹤0.01%
+300
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